Advisor profile


My approach

Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. I work with my client’s attorneys and CPAs to help bring clarity and comfort by guiding them — and their families — through the process. My clients typically have questions about issues like how to preserve their wealth, how to manage their taxes, how to equitably divide their assets among loved ones, and much more. I can help ensure they leave the legacy they want.

Areas of focus

  • Estate Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • MSFS Masters of Science in Financial Services

Education

  • University of Minnesota, Business Administration

Previous experience

  • Financial Advisor, New England Financial / MetLife, 1974 - 2017